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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $544.6B AUM 283 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 130 Added 53 Reduced 12 Exited
Page 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWF ISHARES TR 2,698.0 $1.2M 0.21% $426.40 -70.9%
142 V VISA INC Financial Services 3,802.0 $1.1M 0.21% +125.0 +3.4% $302.25 +7.8%
143 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,883.0 $1.1M 0.20% NEW $80.56 -6.8%
144 IWB ISHARES TR 3,066.0 $1.1M 0.20% -29.0 -0.9% $356.60 +12.8%
145 FRME FIRST MERCHANTS CORP Financial Services 28,184.0 $1.1M 0.20% +275.0 +1.0% $38.73 +1.0%
146 WDAY WORKDAY INC Technology 8,131.0 $1.1M 0.19% +819.0 +11.2% $129.92 -3.8%
147 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 14,246.0 $1.1M 0.19% +779.0 +5.8% $73.90 +2.6%
148 QIAGEN NV 26,221.0 $1.0M 0.19% NEW $40.04
149 CHRD CHORD ENERGY CORPORATION Energy 7,380.0 $1.0M 0.19% NEW $142.17 +5.2%
150 ADSK AUTODESK INC Technology 4,360.0 $1.0M 0.19% +225.0 +5.4% $239.40 +1.7%
151 TSCO TRACTOR SUPPLY CO Consumer Cyclical 22,768.0 $1.0M 0.19% +1K +4.8% $45.30 -32.5%
152 JPIE J P MORGAN EXCHANGE TRADED F 21,830.0 $1.0M 0.18% +2K +12.5% $46.07 -0.4%
153 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,828.0 $982K 0.18% $125.46 +6.2%
154 HBM HUDBAY MINERALS INC Basic Materials 46,714.0 $976K 0.18% +7K +18.4% $20.90 +19.4%
155 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,169.0 $969K 0.18% +88.0 +4.2% $446.54 -2.1%
156 VUG VANGUARD INDEX FDS 2,215.0 $967K 0.18% -17.0 -0.8% $436.78 -80.1%
157 AGNC AGNC INVT CORP Real Estate 95,461.0 $957K 0.18% -82K -46.1% $10.03 +2.7%
158 RDVY FIRST TR EXCHANGE TRADED FD 13,970.0 $954K 0.17% +70.0 +0.5% $68.28 +8.1%
159 EOG EOG RES INC Energy 6,487.0 $938K 0.17% NEW $144.57 -3.0%
160 FDT FIRST TR EXCH TRD ALPHDX FD 10,640.0 $925K 0.17% $86.93 +10.9%
Page 8 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Technology 20.9%
Healthcare 9.3%
Consumer Cyclical 7.4%
Communication Services 7.2%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 4.6%
Basic Materials 4.3%
Real Estate 0.7%